Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicholas J. MarinoPNC InvestmentsMorgan Stanley03-27-2020
Dennis Oduor OtienoPNC InvestmentsStratos Wealth Partners, Ltd01-16-2020
Jonathan HarrisonPNC InvestmentsRaymond James & Associates, Inc.$2512-11-2019
Thomas J Welsh Jr.PNC InvestmentsForeside Distrbution Solutions, LLC12-04-2019
Souheil Hassib ChalhoubPNC InvestmentsFifth Third Securities, Inc.11-25-2019
Erik Wayne JohnsonPNC InvestmentsCitizens Securities, Inc.10-29-2019
John RandallPNC InvestmentsEdward Jones10-23-2019
Jason Linizia RiddlePNC InvestmentsThe Huntington Investment Company10-17-2019
Jesse Taylor BurnsPNC InvestmentsJ.P. Morgan Securities LLC10-17-2019
Jared Dean RobertsonPNC InvestmentsCharles Schwab & Co., Inc.09-17-2019
Jacob D KinsleyPNC InvestmentsEdward Jones09-17-2019
Cherie N. CurryPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2019
Robert Joseph YurgalewiczPNC InvestmentsJ.P. Morgan Securities LLC07-01-2019
James Michael Frado Jr.PNC InvestmentsProEquities, Inc.05-30-2019
Chad Patrick BudyPNC InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-14-2019
Kyle J SchaferPNC InvestmentsTD Ameritrade Investment Management, LLC02-25-2019
Nicholas J. HessePNC InvestmentsKey Investment Services LLC12-06-2018
Jeffrey Thomas DeeterPNC InvestmentsAmeriprise Financial Services, LLC11-05-2018
John Peter RuebsteckPNC InvestmentsLPL Financial LLC06-25-2018
Richard K. DysonPNC InvestmentsJ.P. Morgan Securities LLC05-15-2018
Joseph F. GrimsicPNC InvestmentsMML Investors Services, LLC05-15-2018
Lindsey Joann MichaelidesPNC InvestmentsJ.P. Morgan Securities LLC04-26-2018
Peter KamelPNC InvestmentsEdward Jones$15004-03-2018
Thomas Edward FinleyPNC InvestmentsMorgan Stanley02-26-2018
Catherine Jiehae KimPNC InvestmentsNYLIFE Securities LLC02-23-2018
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Showing 1 to 25 of 301 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.